BotPenguin Client Onboarding Workflow (Delivery)

BotPenguin Client Onboarding Workflow (Delivery)

1. 01

   Create a new sub-account under your agency's BotPenguin dashboard

   Navigate to 'Sub Accounts' in the left sidebar and click 'Add Sub Account'. Enter the client's business name and select the appropriate plan (Baby, Little, or Growth) based on their expected message volume and channel needs.

2. 02

   Configure white-label branding for the client's chatbot

   Go to 'Settings' > 'White Label'. Upload the client's logo, set their custom domain (e.g., chat.clientdomain.com), and apply their brand colors. This ensures the chatbot appears as the client's own property.

3. 03

   Build the initial chatbot flow using the drag-and-drop builder

   In the 'Chatbots' section, click 'Create Chatbot' and select a template (e.g., Lead Generation or Appointment Booking). Customize the flow by adding welcome messages, question nodes, and conditional logic. Connect the chatbot to the client's website via the provided embed code or to WhatsApp via the WhatsApp Business API integration.

4. 04

   Set up the unified inbox and assign team members

   Under 'Inbox', configure the unified inbox to receive messages from all channels (WhatsApp, website, Instagram, etc.). Add client team members by going to 'Team' and sending invites. Assign roles (Admin, Agent, Viewer) based on their responsibilities.

5. 05

   Integrate the client's CRM and other tools

   Navigate to 'Integrations' and connect the client's CRM (e.g., Zoho CRM or HighLevel) using the available connectors. For custom integrations, use Zapier or the BotPenguin API. Test the integration by creating a test lead and verifying it appears in the CRM.

6. 06

   Configure the AI agent for lead qualification or appointment booking

   Go to 'AI Agents' and enable the 'Lead Qualification' or 'Appointment Booking' agent. Set the criteria for lead scoring (e.g., budget, timeline) and connect the agent to the client's calendar (Google Calendar or Outlook). Test the agent by simulating a conversation.

7. 07

   Run a full end-to-end test across all channels

   Send test messages from WhatsApp, the website widget, Instagram, and Facebook Messenger. Verify that all messages appear in the unified inbox, that the AI agent responds correctly, and that leads are captured in the CRM. Adjust any flow errors before going live.

8. 08

   Hand off the dashboard to the client with a training session

   Schedule a 30-minute screen share to walk the client through the dashboard: how to view conversations, manage leads, and edit chatbot flows. Provide them with the BotPenguin knowledge base link and your agency's support contact for ongoing issues.